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Are you a professional or organization with clients that have questions about estate planning?
 

MyEstatePlanToolkit.com was created to provide a single point of reference for all things related to good estate planning. Our vision is to be the best resource using the most sophisticated technology available to make it easy, convenient, and time-saving for your clients to find the information they want to know about estate planning.

Through our virtual platform we provide an affordable, convenient, and even effortless means to get the information in the hands of your clients so you don’t have to.

 

Sign up for your Professional Membership Now!

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If you have multiple members in the same company, belong to a professional association or organization, or qualify as a non-profit, you may be eligible for a discount off the value of any Professional Membership subscription. To apply for your Discount Coupon code, go to the REQUEST AN ENTERPRISE/NONPROFIT DISCOUNT COUPON CODE form..
 

Let us be a resource to help you grow and support your business.

Enhance your business

With a Professional Membership enhance and supplement your business with all you will ever need to provide your clients and prospects with access to a gallery of educational and supportive materials, information, products, and related services for any estate plan.

Provide a unique service

With your Professional Membership Subscription you generate unique Guest Invitation Codes to invite your prospects, new or existing clients as your guests. For a minimal monthly fee, you supply unlimited usage for all of your invited guests to use all of the tools and resources provided with your Professional membership in MyEstatePlanToolkit.com

We create the tools
so you don’t have to!

Our professional business customers subscribe to our services in order to provide their clients with a gallery of resources to educate and support their estate planning needs.

Wouldn’t you rather do what you do best, running your business and enjoying the fruits of your labor? Let us do the work for you, develop the tools, conduct the webinars, post the newsworthy articles, and deliver the right resources to add value to your business right now.

On-line business tools to help you grow and generate more business

Find a Professional: Get new clients through publishing your contact information in our on-line directory and link to your business website.

Get feedback on client activity: Retain and gain clients by providing what your invited guests want and need from reports of their behavior and actions on the site.

Business Tools & Tutorials: We help you grow your business by supporting you with our educational and marketing tools, email marketing campaigns, and more.

See our gallery of estate planning tools that were developed especially for your clients.

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